Send quarterly client report and populate review spreadsheet

Your quarterly client reports are built manually, causing delivery delays and messy review tables. It compiles and emails the populated spreadsheet so recipients have files ready the next business day.

Overview

Stop relying on manual assembly and email threads for quarterly client reviews. This flow compiles quarter data, builds a client-ready spreadsheet from your template, and delivers it to recipients so CSMs and support ops have files ready by the next business day.